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Client Relationship Executive
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VN-6973
Permanent
One Coleman Street, London
Competitive + Benefits + Bonus
31 December 2017
To provide an efficient and effective service and sales support service to one or more Client Relationship Manager’s and their portfolio of clients.
Purpose: Provide an efficient and effective service and sales support service to one or more Client Relationship Manager’s and their portfolio of clients.
- Develop and maintain exceptional level of relationship and sales support to clients on behalf of Client Relationship Managers, acting as the first port of call for a client in the Client Relationship Manager’s absence
- Own and co-ordinate the successful resolution of client enquiries, liaising and utilising expertise from around the business. Seeking Guidance from Senior CREs and CRMs where necessary
- Provide high level technical support, demonstrating an understanding of a client’s decision making process and long term objectives. Be able to answer complex queries as well as identify business opportunities and threats. Seeking Guidance from Senior CREs and CRMs where necessary
- Identify and follow up on leads and sales opportunities with the intention of maximising revenue
- Attending meetings and conference calls where required and take sole responsibility for audit and operational meetings when opportunities arise
- Demonstrate a high level of technical knowledge in areas such as LGIM products, brand, services and competitors in the market. Develop and maintain knowledge of the current investment market, economic issues and LGIM’s views, enabling you to discuss solutions with clients and consultants.
- Prepare meeting packs for client meetings and new business pitches
- Maintain excellent working relationships around key business areas at all times
- Work with areas of expertise around the business to project manage ad-hoc queries, data requests and client change, thought to completion in line with client expectations
- Oversee and assist with the production of legal documentation, reports and client specific data relevant to the clients investment strategy
| Qualifications | Essential | Desirable |
| Academic Qualifications |
Strong academic background Degree qualified (preferably 2.1) or equivalent |
|
| Technical / Professional Qualifications |
IMC |
|
| Experience |
Experience within the investment management industry including providing an exceptional level of client service and sales support Demonstrable track record of dealing with external clients and building significant relationships with external contacts up to and including senior levels Institutional client experience Strong workflow management experience |
Working within the pensions industry |
| Specialist knowledge / skills |
Strong overall Investment knowledge including an understanding of the different investment vehicle options Good negotiation skills Strong interpersonal skills Excellent written communication skills Knowledge of current investment market and economic issues Excellent IT skills |
Detailed Institutional Investment product knowledge and Index funds knowledge Report writing experience and project management skills |
| Competence / characterise |
Must possess a good level of ‘gravitas’ and maturity Highly team-orientated Work to and share best practice Exceptional communication skills Resilient Highly organised Proactive and proven to work on your own initiative |
Whatever your role, we reward ability, performance and attitude with a package that looks after all the things that are important to you. Our employees have a wide range of benefits including a generous pension scheme, life assurance, at least 22 days’ (with potential to rise to 25 days) holiday, performance related bonuses, a variety of share schemes, discounts at both a huge range of high street stores and our own great products, your hard work will be rewarded when you join us.
About L&G
LGIM is the investment management arm of Legal & General Group, a FTSE 100 company. We are one of Europe’s largest asset managers and a major global investor, with global assets of £894bn/U$1,105bn/ €1,047 billion*. Our success comes from our focus on clients - providing them with services and solutions that meet their needs. We offer strategies across the full spectrum of asset classes, including equities, bonds, property, alternatives and cash, as well as multi-asset strategies tailored to the needs of institutional and retail investors.
LGIM is one of the world’s leading providers of index fund management. We are at the forefront of developments in liability-driven risk management solutions for defined benefit pension schemes, a leading provider of defined contribution solutions and also offer wide range of strategies to help our clients manage their investment objectives. LGIM continues to innovate as markets evolve, building strong relationships with clients including pension scheme, sovereign wealth funds, wealth managers and other professional investors.
We understand that our scale brings responsibilities. We play an active role in the companies we invest in, from exercising shareholder voting rights to directly engaging with companies at a board level. By engaging with businesses, we aim to unlock value for investors and shape the future and sustainability of financial markets.
In addition to having a leading position in the UK, we have selectively expanded into new markets across Europe, the Middle East, Asia and the US. We believe that translating our capabilities to reflect the needs of our international clients will mean we are well placed to help them achieve their objectives.
*as at 31 December 2016, including derivative positions and advisory assets. These figures include assets managed by LGIMA, an SEC Registered Investment Advisor.
About the business area
Legal & General Investment Management (LGIM) is one of Europe’s largest institutional asset managers and a major global investor. And throughout the past 40 years we’ve built our business through understanding what matters most to our clients and transforming this insight into valuable, accessible investment products and solutions.
